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Quick tips on letting go of financial stress in retirement.

More and more research is suggesting that the traditional balanced allocation with a 4% withdraw rate is not going to provide the income for a retirees remaining years. But no one wants to talk about different strategies than a balanced portfolio.

Studies show that most Americans need 70% of their pre-retirement income to last throughout retirement. How do you do this when the majority of retirees no longer have a “Three-legged Stool”?

The goal for most Americans is to retire at the same standard of living as when they were working. But it’s harder than most people think. What are some of the things you can do to meet that goal?

The Secure Act 2.0 is nearing final approval and has something in it for everyone. Some of the changes we expected and some of the things we expected weren’t included.

Markets are down and there is a recession looming. Clients, the general public and even some advisors get paralyzed with what do to when markets are down like this. Aaron takes you through three opportunities that you can take right now.

When entering retirement, you should not have to rely on the success of the stock market to keep you afloat.

Most Investment Advisors will tell you they concentrate on getting higher returns with lower risk, then only concentrate on getting higher returns and forget about the lower risk part. But what most advisors and the general public doesn’t understand, is how big of an impact risk plays in a portfolio’s return. Listen as Aaron discusses…

Knowing when to start Social Security is always a tough decision. But knowing some of the legitimate reasons to start taking it before Full Retirement Age may help you in your decision. There are also some reasons we would suggest you need to rethink that decision. Listen as Aaron covers some of the good reasons…